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Associate advisor working directly with Managing Partner. 2 years experience required. Expect a very busy position, great opportunity to learn while you build a practice. 3 advisors at the firm, all over age 60, so great potential to put yourself in position to become part of the succession plan. Orphan accounts to work on, possible base salary. Must be comprehensive planning focused, but also be capable to handle investment and insurance decisions and recommendations.

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within 3 months